All posts by imreal

The Oral Surgeons of Midwest Oral Surgery & Dental Implants Support Pediatric Brain Cancer Awareness in Omaha, NE


Drs. John Wewel, Jerome Wees, and Benjamin Anderson, Oral Surgeons in Omaha, NE

Oral Surgeons at Midwest Oral Surgery & Dental Implants Raise Funds for Childhood Cancer

At Midwest Oral Surgery we take great pride in being leaders in our community.

Respected Omaha, NE oral surgeons, Drs. Jerome Wees, Benjamin Anderson and John Wewel, recently hosted the Team Jack Foundation’s “An Evening with Napa Valley” event at the Happy Hollow Country Club. The event offered attendees the opportunity to taste highly sought-after wine and food pairings, while learning about the Team Jack’s Pediatric Brain Tumor Program at the University of Nebraska Medical Center (UNMC) and the Children’s Hospital & Medical Center in Omaha, NE. The Team Jack Foundation is a multi-disciplinary childhood brain tumor foundation and is raising awareness to their cause.

During the event, attendees sampled featured wines from Stag’s Leap Wine Cellars in Napa Valley, CA along with heavy hors d’oeuvres. Attendees also learned about Team Jack’s Pediatric Brain Tumor Program and the mission it upholds. In 2013, the Team Jack Foundation and Nebraska State Legislature co-funded a $3 million pediatric brain tumor program at the University of Nebraska Medical Center. Additionally, Team Jack Foundation pledged $5 million to the POWER5 Brain Cancer Initiative campaign. Proceeds from “An Evening with Napa Valley” as well as wine purchases made from the event helped fund the Team Jack Foundation. Midwest Oral Surgery & Dental Implants has supported the Team Jack Foundation through their Annual Team Jack Gala and is proud to continue to support the fight against child brain cancer.

The Midwest Oral Surgery & Dental Implants oral surgeons are passionate about health and offer advanced technology and modern dental treatments to not only solve immediate needs, but to enhance patients’ overall health as well. Commonly, patients seek full mouth dental implants as a solution to tooth loss, but the results often improve a patient’s overall lifestyle like diet and facial structure as well.

Full mouth dental implant treatment is a complex surgical procedure commonly performed by oral surgeons due to the advanced nature of the procedure. For patients who have experienced extensive tooth loss or have many failing teeth, full mouth dental implants can replace all their teeth with lifelike and functional new teeth. The procedure requires surgical placement of four to six dental implants into the jawbone which support a bridge of new teeth. These new teeth differ from traditional dentures because they are made of high-quality material and rest comfortably on the implants, not the gums. Patients will be able to eat, smile and speak comfortably, improving both their oral and overall health.

“At Midwest Oral Surgery we take great pride in being leaders in our community. We have been an established practice for over 30 years,” says Dr. Wewel. “We can take the most fearful patient and provide them with a safe, predictable outcome by starting with the end in mind. We pride ourselves on treating patients right.”

Midwest Oral Surgery and Dental Implants is a comprehensive specialty practice that has been serving Omaha, NE for over 30 years and features a team of highly experienced, educated oral surgeons. The practice offers full mouth dental implants, implants to replace individual missing teeth, wisdom teeth extraction, bone grafting and more. Most of the procedures offered are designed to restore both oral function and whole-body health. The oral surgeons are medically trained and also offer patients oral pathology exams to check for potential diseases that can affect more than just the mouth, but the entire body as well.

Those interested in learning more about the Team Jack Foundation or these Omaha, NE oral surgeons are encouraged to contact the practice at 402-397-7777 or by visiting http://www.midwestoms.com.

About the Oral Surgeons

Midwest Oral Surgery & Dental Implants is a full scope oral and maxillofacial surgery specialty practice serving patients in Omaha, NE. Dr. Jerome Wees has been practicing oral and maxillofacial surgery for over 20 years and is the current President of the Omaha District Dental Society. Dr. John Wewel completed his oral and maxillofacial surgery residency at the University of Nebraska and is a Diplomat with the American Board of Oral and Maxillofacial Surgeons. Both Dr. Wees and Dr. Wewel maintain hospital privileges at the surrounding Omaha hospitals. Dr. Benjamin Anderson graduated summa cum laude from the University of Nebraska and completed his oral and maxillofacial surgery residency at the University of Mississippi. Midwest Oral Surgery & Dental Implants utilizes state-of-the-art technology and offers a full spectrum of oral surgical procedures including full mouth reconstructions, dental implants, and wisdom teeth extractions. To learn more about Drs. Wees, Wewel, and Anderson and the services they offer, visit http://www.midwestoms.com or call 402-397-7777 to schedule a consultation.

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NAIFA Announces Partnership with InsurTech Express


Ken Leibow, Founder & CEO, of InsurTech Express

We look to InsurTech Express to provide insight on how digital transformation is affecting the long-term care industry.

The National Association of Insurance and Financial Advisors (NAIFA) named InsurTech Express to its list of supporters of its Limited & Extended Care Planning Center (LECP). The LECP is NAIFA’s initiative to bring together a variety of entities that offer products and services that showcase the continuum of options for limited, extended and long-term care needs. The announcement was made on the opening day of the NAILBA’s Annual Meeting held in Dallas, Texas.

InsurTech Express is the brainchild of Ken Leibow, CEO and Founder, who is a long-time member of NAILBA and subject matter expert in insurance technology. After many years of serving on technical committees for insurance associations, Leibow decided to establish InsurTech Express to serve as a resource for advisors who work in life insurance and annuities. “Our vision of InsurTech Express is an online network that provides educational information on solution platforms and tech trends that is easy-to-understand by advisors and that we promote technology solutions that focus on ease-of-use” explained Leibow. The online network is comprised of carriers, distributors, solution providers, associations and conferences. “The insurance and financial industry is only going to continue to become increasingly technology-driven and InsurTech Express will be there to help advisors transition to new ways of working.”

NAIFA chose InsurTech Express as a supporter of the LECP due to this forward-thinking, technology-driven viewpoint on insurance. “We wanted to help pair disruptive technology with proactive, positive analogue needs found within this generational extended and long term care challenge that we will all inevitably face,” explained Carroll Golden, Executive Director of NAIFA’s LECP. “We look to InsurTech Express to provide insight on how digital transformation is affecting the long-term care industry. We know that everything will change with the adoption of our InsurTech Express Blockchain, artificial intelligence and robotics, and we know Ken Leibow is a strong supporter of moving our niche industry forward.”

Leibow’s work and long-time active participation in NAILBA garnered him a NAILBA ID Twenty Award. The inaugural award showcases trailblazers in the industry and created an opportune time to announce the new partnership. “We applaud Ken on his award and prodigious work throughout the years to advance the concept of insurtech,” stated Kevin Mayeux, CEO of NAIFA. “We are delighted that we are all together at NAILBA to celebrate both Ken’s accomplishments and our new partnership.”

About NAIFA

Founded in 1890, NAIFA is the oldest, largest and most prestigious association representing the interests of financial services professionals from every Congressional district in the United States. Our mission – to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for financial services professionals and called upon members to grow their knowledge while following the highest ethical standards in the industry.

About InsurTech Express

InsurTech Express is the principal resource that brings the Life Insurance and Annuity community together in one easy-to-access, secure online location for information on Insurtech. It is a network with active participation in industry associations like ACORD, LBTC, and LIDMA; conferences like InsureTech Connect and NAILBA. The network includes Carriers, Distributors, & Solution Providers. InsurTech Express is designed to connect the Life industry with access to Insurtech documents, education, solutions, industry trends, career opportunities,consulting,and innovation.

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New England Patriots receiver Julian Edelman releases new children’s book “Flying High 3”


Flying High 3 by Julian Edelman with Assaf Swissa

“Hard work is at the center of my football career and everything else we try to achieve, including the making of these books.”

From the minds of New England Patriots wide receiver Julian Edelman and his business partner, Assaf Swissa, comes Flying High 3, the latest installment of the successful “Flying High” children’s book series. This is Edelman’s fourth book following Flying High, Flying High 2, and his best-selling memoir, Relentless.

Flying High 3 follows Jules the Squirrel as he enjoys summer vacation at the beach with his animal friends – all the while, Tom the Goat stays hard at work. Along the way, Jules is reminded that there is no time for rest while working to achieve your dreams.

Nicknamed “the Squirrel” by his teammates for his speed, size, and tenacity, Edelman shares this inspiring story with families through the experiences of Jules whose personality – like all the animal characters in the book – will be familiar to anyone who follows the game of football. Flying High 3 also takes place in a beach setting, deliberately chosen by Edelman to pay homage to his home state of California.

“Flying High is, at its core, a set of stories that try to illustrate the benefits of hard work,” says Edelman. “Hard work is at the center of my football career and everything else we try to achieve, including the making of these books.” Edelman has also been recognized as a Literacy Champion by “Read for the Record”, an organization dedicated to raising awareness about the critical importance of early literacy.

The “Flying High” series of books promote values that are appropriate for any child, no matter which NFL team they root for, which sport they play, or whatever their passion may be. “America is built on the belief that hard work pays off,” says Swissa. “I think that idea is so important to constantly reinforce in kids because it can get overlooked without putting the effort and repetition first. We’re hoping to keep kids mindful that the hard work is more important than the result.”

Flying High 3 features illustrations by David Leonard and is published by Superdigital, an award-winning creative agency founded by Swissa that has helped build the JE11™ brand. The book is exclusively available at Julian Edelman’s website JE11 http://www.JE11.com

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New iOS App Transcribes Unlimited Minutes of Speech Privately, on Device


iPhone transcribing live

iPhone transcribing live

It’s great that we can use AI in a way that respects privacy, and helps people get their jobs done,

iPhone and iPad owners can now get unlimited minutes of private, editable transcription with the new app, Dictation by Blueshift.

Today (Nov. 7, 2019) Blueshift Development LLC, a company out of Austin, Texas, launched its app with the aim of providing private, affordable transcription.

Transcription happens entirely offline in the app, using new features found in the latest software release from Apple in iOS 13.0. This means that a variety of devices can now access quality transcription that does not involve sending audio to cloud services.

The app features live transcription while recording from the app. Users can also import audio and video after the fact to get the transcript.

People can also edit the app with timestamps at every word, so that they can select text to jump to that point in the audio for an easier time refining or correcting the transcript.

“I started out my working career as a journalist,” Matthew Waller, the developer behind Blueshift, said. “So I’m excited to help the trade and many others with transcription, just to get rid of some of the grunt work.”

Students, business professionals, interviewers and transcription professionals can use the app to get a head start on their project.

The app continues to lead in the trend of machine learning happening on device, a position advanced by both Apple and Google.

“It’s great that we can use AI in a way that respects privacy, and helps people get their jobs done,” Waller said.

Google for instance, introduced offline transcription that is available only through their flagship Pixel line of phones. Dictation will be available on any device that can support iOS 13.

Companies received criticism this summer after not being explicit that their voice assistant audio could be listened to by contractors.

Additional features in Dictation include transcribing in 13 languages and dialects, bookmarking audio during recording and during editing the transcript, trimming the file, exporting audio, exporting text, dark mode, searching for a file based on text inside the transcript or title and multiple window support on iPad.

The app costs $20 per year via a renewable subscription.

The app is available at https://apps.apple.com/us/app/dictation-by-blueshift/id1474180179

People wanting to know more can learn about the app at http://www.dictationbyblueshift.com.

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Gumbiner Savett Inc. Supported Breast Cancer Awareness in October


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We feel it is important that as a firm, we support local charities like the Dr. Susan Love Foundation for Breast Cancer Research.

Gumbiner Savett Inc., a full-service public accounting firm in Southern California, dedicated their October 2019 fundraising effort to Breast Cancer Awareness Month, specifically to the Dr. Susan Love Foundation for Breast Cancer Research.

The firm held bake sales throughout the month allowing employees to show off their baking skills and raise money for the foundation. During the course of the month, the firm collected names of employees’ family and friends who are survivors and have fought the disease and honored them at the final bake sale dedicating the fundraising effort to them. The firm will match all proceeds raised.

“We are proud of our people and the enthusiasm that has been created for our Breast Cancer Awareness month,” said Shreedhar Kothari, CPA, Audit and Accounting Shareholder. “We feel it is important that as a firm, we support local charities like the Dr. Susan Love Foundation for Breast Cancer Research.”

This is the fourth year that the accounting firm has dedicated the month of October to the Dr. Susan Love Foundation for Breast Cancer Research. The charity’s mission is to improve the lives of those impacted by breast cancer through education and advocacy. The Foundation drives collaborative, cutting-edge research to bring to light the collateral damage of treatment and seeks ways to diminish it.

“We do the breast cancer research no one else will or can. Charitable donations from organizations such as Gumbiner Savett empower the Foundation’s vision for meaningful research and forging unique partnerships that create the clearest path for making breast cancer a thing of the past,” said Christopher Clinton Conway, CEO, Dr. Susan Love Foundation for Breast Cancer Research. “This year the Dr. Susan Love Foundation for Breast Cancer Research has been recognized as the number one breast cancer organization in the U.S. and a 4-star rating on Charity Navigator for responsible spending.”

About Gumbiner Savett Inc. – http://www.gscpa.com

Gumbiner Savett Inc. is a full-service accounting and consulting firm headquartered in Santa Monica. Founded in 1950, its purpose is to facilitate the achievement of clients’ financial objectives and provide career fulfillment for its employees.

Known for its diverse culture, Gumbiner Savett Inc. is dedicated to being a preeminent assurance, tax and business advisory firm for growth oriented businesses, middle market enterprises and high-net worth individuals in Southern California. In addition to traditional private and public company accounting and tax services, it specializes in general business consulting, estate and trust planning, fraud examination studies, business services and bookkeeping and litigation support.

Gumbiner Savett Inc. is an independent member firm of BKR International.

About Dr. Susan Love Foundation for Breast Cancer Research® – http://www.drsusanloveresearch.org

Dr. Susan Love Foundation for Breast Cancer Research is dedicated to mobilizing a future without breast cancer by igniting visionary, collaborative research, with a distinctive approach to education. The Foundation makes innovative breast cancer research possible by generating bold ideas and enlisting the best experts, both inside and outside the field of cancer research, in order to better understand the complex nature of breast cancer and the experience of those impacted by the disease. Its approach to education reflects an understanding of the patient, the doctor and research advances ensuring that everyone has the knowledge to be their own health advocate.

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ConnectYourCare Announces 2020 IRS Limits for Flexible Spending Accounts, Commuter Benefits, and Adoption Assistance


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These annual increases to contribution limits help to ensure that Health Care FSAs, Adoption Assistance programs, and Transit and Parking programs remain attractive benefits to plan sponsors and participants.

Flexible Spending Account (FSA), Qualified Transportation Fringe Benefits (“Commuter Benefits”), and Adoption Assistance limits for 2020 have been by adjusted for inflation by the Internal Revenue Service (IRS). To assist employers, brokers, and account holders, ConnectYourCare, a national leader in consumer-directed, tax-advantaged account solutions, is announcing the 2020 limits.


  • Health Care FSA – The monetary limit on employee pre-tax salary reduction contributions will increase to $2,750, up from $2,700 in 2019, according to the IRS.
  • Commuter Benefits – The IRS will allow $270 per month, pre-tax, to be excluded from an employee’s income for qualified parking benefits, up from $265 per month in 2019. Additionally, the combined monthly limit for transit passes and vanpooling expenses for 2020 will be $270, also up from $265.
  • Adoption Assistance – For adoption of a child, the maximum amount that may be excluded from an employee’s gross income under an employer-provided adoption assistance program will increase to $14,300 for 2020, up from $14,080 in 2019. The IRS noted that the exclusion, however, will begin to be phased out for individuals with modified adjusted gross incomes exceeding $214,520, and will be entirely phased out for individuals with modified adjusted gross incomes of $254,520 and greater.

“These annual increases to contribution limits help to ensure that Health Care FSAs, Adoption Assistance programs, and Transit and Parking programs remain attractive benefits to plan sponsors and participants,” said ConnectYourCare Chief Executive Officer, Steve Grieco.

For more information, see the IRS revenue procedure at https://www.irs.gov/pub/irs-drop/rp-19-44.pdf.

About ConnectYourCare

As a consumer-directed health care pioneer and nationally recognized industry leader, ConnectYourCare delivers a comprehensive solution supporting health care savings accounts and expanded tax-advantaged offerings. Through continuous evolution, highly rated service, and domain expertise across the benefits, banking, and payments spectrum, we are revolutionizing the connection between health and wealth. ConnectYourCare creates greater participant value through intuitive account management; greater employer value and savings through dynamic, outcome-based workflows and tools; and greater partnership value through deep engagements to meet goals—with proprietary, cloud-based technology and a modern, intelligent platform as its foundation.

Trusted by leading organizations, spanning all industries and sizes, we are making it easier for people to manage care, so they can enjoy life. For more information, visit https://www.connectyourcare.com/.

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Woodsboro Bank Announces Colleague Addition and Promotions


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Shelane Francisco joins Woodsboro Bank

Woodsboro Bank is pleased to announce Shelane Francisco has joined our team as Vice President, Branch Manager of the Downtown Branch located at 6 W. Patrick Street, Frederick, Maryland.

Shelane has over 20 years’ experience in the financial industry with over half of that time in the Frederick market. Over the course of her career, she’s worked in various roles including commercial banking management, sales, human resources, customer service and operations.

She has her Bachelor of Science degree in Business Management from University of Pheonix. Shelane graduated from Leadership Frederick in 2016.

Joining Woodsboro, Shelane will once again be working in the Frederick community where she has past involvement with the Downtown Frederick Partnership and Frederick County Chamber of Commerce.

Thomas Ramsay promoted to Vice President/Branch Channel Leader

Woodsboro Bank is pleased to announce the promotion of Thomas Ramsay to Branch Channel Leader. In this role, he will oversee the branch operations and leading his bank colleagues moving forward in the Bank’s vision to be the best bank in central Maryland for colleagues, clients, community and shareholders.

Thomas Ramsay, Vice President, joined the Bank in 2018 as a Business Development Officer. He has 20 years of banking experience in retail and business banking. Thomas has extensive management, leadership and relationship management experience.

Thomas is a native of Frederick County and is graduated from Leadership Frederick in 2017. He is currently in his second year of Maryland Banking School. He is actively involved with the American Cancer Society’s Relay for Life and is a football coach for Frederick High.

Angie Simmons promoted to Branch Manager

Woodsboro Bank is pleased to announce Angie Simmons was promoted to Branch Manager of the Bank’s Rt. 40 Branch located at 1420 W. Patrick St., Frederick, Maryland. Angie joined the Bank in 2011 and prior to her promotion was a Relationship Banker at the Thurmont Branch.

Angie received her Associate Degree in Business Administration at Frederick Community College. Currently, she is enrolled at University of Maryland’s Global Campus and in the Maryland Bankers Association’s Emerging Leaders program.

She is the Volunteer & Impact Chair for the United Way’s Emerging Leaders United. Angie is a co-chair of the Bank’s United Way workplace campaign and a volunteer for United Way’s VITA program.

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cielo24 Announces Leadership Additions to their Team


cielo24, the industry leader in video captioning and audio transcription innovation, has announced that Haris Beha and Edwin Vega have joined the company’s leadership team.

“At cielo24 we are committed to providing innovative and cutting-edge captioning and transcription solutions for our customers, and I know that starts with our core team,” said Nick Bolton, President of cielo24. “Both Beha and Vega bring the embodiment of cielo24’s two primary core values of unparalleled technological innovation and unbeatable customer service.”

Haris Beha – Director of Engineering

Haris Beha joins cieo24 as Director of Engineering, bringing with him a successful track record of leading software engineering teams across a diverse spectrum of industries. Most recently, Beha was a Principal Consultant for an IT Services firm specializing in infrastructure stability and cost reduction. Prior to that, he worked in the healthcare space driving optimizations and advising leadership on best practices regarding HIPAA compliance.

“I’m very excited about the opportunity to develop technologies that add value and reduce barriers to communication. Having worked with the company for some time prior to the transition, I have consistently been impressed by the team and the direction of the company.” said Beha. “It is an absolute pleasure to join Nick Bolton and the cielo24 team. I look forward to addressing new challenges and expanding Cielo24’s position as a thought leader in the accessibility space.”

Beha will now be responsible for identifying critical avenues for business growth, guiding the engineering team in efficiently developing and supporting essential products, and driving innovation efforts to improve the lives of individuals who rely on accessible videos.

Through his data-driven approach to management, coupled with extensive experience in migrating essential systems, cielo24 is positioned to continue to deliver solutions that add value to customers, partners, and end-users alike.

Beha holds a bachelor’s degree in Information Systems from the University of Florida.

Edwin Vega – Director of Customer Success

Edwin Vega has been promoted to Director of Customer Success. He joined the company in 2016 as a Product Specialist after working in the music industry for many years. He quickly rose through several supervisory and management positions and has credited his creative background for helping him to understand the customers’ needs when it comes to captioning, transcription and media data solutions. He has been responsible for operations, customer support, and client services. His dedication to building strong relationships with cielo24 customers paved the way to building their current Customer Success Team.

“cielo24’s service first motto and commitment to customer satisfaction have been a main driver for my contribution to this company. Transitioning to captioning and transcription solutions was easy for me, pulling on my background with timing synchronicity, audio production and editing to keep hitting the right notes,” said Vega. “It’s a clear parallel. I am excited for the opportunity to continue building our customer success programs – putting our clients and users at the heart of everything we do.”

Additionally, Vega will continue to provide account management to select clients, especially in the Education & Media segments.

Vega holds a B.A degree from the Mike Curb College of Arts, Media, and Communication at California State University, Northridge.

About cielo24, Inc.

Founded in 2012, cielo24 provides video data solutions including English and foreign language media intelligence, captions, and transcripts for content creators, online education, entertainment and business clients and partners. Their innovative hybrid platform marries the best of machines and humans, delivering high accuracy at volume for video discovery, engagement, reach and compliance. cielo24 video metadata and captions offer the industry’s most competitive bundled prices and turnaround options, accurate captioning, transcription, media intelligence and translation.

For more information, press only:

Hilary Johnson

904-233-1253

press@cielo24.com

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New Chief Sales Officer, Chief Marketing Officer and Promotion of Chief Client Relations Officer


SkillSurvey Logo

Skillsurvey Logo

“As we continue to invest in new solutions to address our customer’s talent challenges, I’m pleased to add two great leaders to our SkillSurvey team, John Routhier and Keith Cook and to elevate Brenda Dandrea to Chief Client Relations Officer,” said Ray Bixler, President and CEO SkillSurvey.

Today, SkillSurvey, the leading provider of cloud-based reference checking, career readiness and healthcare credentialing solutions announced it has appointed new executive leadership and expanded its senior team.

John Routhier, former senior partner at Derby Management joins SkillSurvey in the newly created role of Chief Sales Officer. He will be responsible for planning and coordination of all SkillSurvey’s sales activities including inside and field sales across all lines of business. In his prior role, John held several long-term engagements serving as vice president of sales for clients providing strategic planning and sales productivity execution to SaaS and healthcare companies. Prior to Derby Management, John also served as vice president of sales and marketing for Crowe Paradis (acquired by Verisk Analytics), a Fortune 500 company, Harmony Healthcare and Acronis Software.

Keith Cook joins as Chief Marketing Officer at SkillSurvey. As CMO, Keith will lead all aspects of the company’s marketing including the digital presence of the SkillSurvey platform and brand. Keith most recently was a strategic consultant with OfficeTroops Technology and before that was vice president Global Digital Marketing with Chubb Insurance where he led their “Center of Excellence” for digital marketing strategy. The role of chief marketing officer was most recently held by Michelle Reed who announced her retirement earlier this year after leading the SkillSurvey’s brand evolution, go-to market programs and business development efforts for the past five years.

Brenda Dandrea is promoted to Chief Client Relations Officer at SkillSurvey. This new position has been created at SkillSurvey to reinforce the company’s dedication to exceptional client service. Brenda has been a member of the SkillSurvey team for more than 10 years serving in various customer-facing and leadership roles including client relations manager, client relations director and most recently, vice president of Client Relations.

“As we continue to invest in new solutions to address our customer’s talent challenges, I’m pleased to add two great leaders to our SkillSurvey team and to elevate Brenda Dandrea to Chief Client Relations Officer,” said Ray Bixler, President and CEO SkillSurvey. “This is also a bittersweet moment for us as we will very much miss Michelle’s talents and contributions, but we know she will not regret making more time to be with her family.”

About SkillSurvey®

SkillSurvey applies the science of human behavior and smart technology to create a fuller picture of the people our customers engage. SkillSurvey solutions help employers save time and money, grow revenues, and bring the right employees onboard faster; and help students and higher education institutions gain insight about individual skills and career readiness. SkillSurvey Reference® is proven to reduce first-year turnover for cause and uncovers behavioral competence; SkillSurvey Career Readiness™ provides institutions a consistent method to measure competence and workplace preparedness; SkillSurvey Source® offers new ways to build a pipeline of talent; SkillSurvey Credential OnDemand® helps healthcare organizations onboard skilled practitioners faster with digital peer referencing. Our 11,000 users are connecting with hundreds of thousands of job candidates, references, students, evaluators and peers each month. Visit SkillSurvey at http://www.skillsurvey.com, and on Facebook, LinkedIn and Twitter.

SkillSurvey® is a registered trademark of SkillSurvey Inc. or its affiliates and registered in the U.S. and other countries.

© 2019 SkillSurvey Inc. and its affiliates.

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WealthVest Announces Leslie Grant Assumes Marketing Consultant Position


WealthVest continues to grow its team of wholesalers by hiring Leslie Grant, who will cover the Illinois, Iowa, Minnesota and Wisconsin territories, helping advisors with retirement planning utilizing fixed and fixed index annuities. WealthVest demonstrates traditional face-to-face wholesaling as the #1 independently owned distributor of fixed and fixed index annuities in financial institutions.

Leslie Grant joins WealthVest in 2019, bringing nearly a decade of experience in advising financial professionals and risk-averse retirees on how to plan a successful and secure retirement portfolio.

Prior to joining WealthVest, Leslie was the Great Lakes Regional Vice President for ICON, an investment advisory firm. Leslie joined ICON in 2015 as an Internal Sales Associate and has been in the financial services industry since 2010. Leslie began her career as an internal wholesaler with Jackson National Life, working cross-channel and presiding over a variety of regions.

“WealthVest is very excited to have Leslie join the team. She brings a ton of experience, industry knowledge and value to her clients,” said Marc Rogers, National Sales Manager. “Leslie has an unbelievable work ethic and we are very excited to learn from her. All who work with Leslie will find success in implementing her marketing strategies!”

Leslie received a bachelor’s degree in philosophy from Loyola University Chicago, graduating Magna Cum Laude. She holds FINRA 6, 7, and 63 registrations.

Outside the office, Leslie enjoys spending time with her daughter, reading, and kick boxing.

WealthVest is excited to add Leslie to the team of over 80 wholesalers and WealthVest looks forward to the value she will bring to the organization and the advisors she supports.

About WealthVest

WealthVest is a financial services firm specializing in the distribution of high-quality fixed and indexed annuity products from top-rated insurance carriers. WealthVest designs, markets, and distributes these essential products throughout the nation and is squarely focused on developing products with the highest consumer value.

WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, WealthVest has provided financial professionals with thorough coaching, effective face-to-face sales training, marketing collateral, and thought leadership on retirement planning concepts and products of the highest consumer value – offering principal protection and lifetime guaranteed income.

WealthVest’s Video Library: https://wealthvest.com/video-library/.

WealthVest’s White Paper Library: https://wealthvest.com/white-papers/.

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